KAUFFMANN FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KAUFFMANN FAMILY FOUNDATION INC (EIN 31-1814266)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202611359349100436
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T10:11:02-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823855207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSILIUM PARTNER GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 SUMMIT BLVD STE 1150 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303196418 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311814266 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFFMANN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAUF | BusinessNameControlTxt |
| Phone | 4048722225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1638 BARCLAY PLACE NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTINE K HOPE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4048722225 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE ENGLISH | PreparerPersonNm |
| PTIN | P00091235 | PTIN |
| Phone | 4044004200 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,238,308 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $83,392 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $83,392 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $367,734 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $367,734 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $692,851 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,770,620 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $692,851 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,124 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,124 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,149,101 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,149,101 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,350 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $65,463 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,463 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,663 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,663 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $81,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,126 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $765,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $765,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $846,476 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,126 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $765,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $302,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,070,975 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,514,164 | CashBOYAmt |
| Cash EOY | $280,419 | CashEOYAmt |
| Cash EOYFMV | $280,419 | CashEOYFMVAmt |
| US Government Obligations BOY | $714,143 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,171,683 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,172,887 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,623,060 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,580,777 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,362,790 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $286,547 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $406,411 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $416,288 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,675 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,924 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,924 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,142,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,445,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,238,308 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $13,142,589 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,445,214 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,142,589 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,445,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,142,589 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,445,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,142,589 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $302,625 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,445,214 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,445,214 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY (3289) | P | $3,183,989 | $3,186,547 | -$2,558 | -$2,558 |
| MORGAN STANLEY (3289) | P | $29,713 | $29,732 | -$19 | -$19 |
| MORGAN STANLEY (3289) | P | $3,542,843 | $2,846,368 | $696,475 | $696,475 |
| MORGAN STANLEY (3289) | P | $13,974 | $15,122 | -$1,148 | -$1,148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $692,851 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,887 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,887 | SubtotalAmt |
| Tax Based On Investment Income | $14,887 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,476 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,476 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,589 | OverpaymentAmt |
| Applied To ES Tax | $2,589 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KRISTINE K HOPE | IndividualWithBooksNm |
| Phone | 4048722225 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1638 BARCLAY PLACE NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KRISTINE K HOPE | ||||||||
| 1638 BARCLAY PLACE NE | ATLANTA | GA | 30306 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SCOTT A KAUFFMANN | ||||||||
| 14 E 90TH SREET | NEW YORK | NY | 10128 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| KRISTINE K HOPE | ||||||||
| 1638 BARCLAY PLACE NE | ATLANTA | GA | 30306 | TREASURER | 1.00 | $0 | $0 | $0 |
| KRISTINE K HOPE | ||||||||
| 1638 BARCLAY PLACE NE | ATLANTA | GA | 30306 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,537,089 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $953,719 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,490,808 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,490,808 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $247,362 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,243,446 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $812,172 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $812,172 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,887 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,887 | TotalTaxAmt |
| Distributable Before Adj | $797,285 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $797,285 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $797,285 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $765,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $765,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $797,285 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $749,467 | UndistributedIncomePYAmt |
| Qualifying Distributions | $765,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $749,467 | AppliedToYear1Amt |
| Applied To Current Year | $15,533 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $781,752 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN INDIAN COLLEGE | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | PC | GENERAL SUPPORT | $5,000 | |
| AMIGOS DE LAS AMERICAS | |||||||
| 5618 STAR LANE | HOUSTON | TX | 77057 | PC | GENERAL SUPPORT | $12,500 | |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| 100 LAKE HART DR 2400 | ORLANDO | FL | 32832 | PC | GENERAL SUPPORT | $15,000 | |
| CANCER RESEARCH INSTITUTE | |||||||
| 55 BROADWAY SUITE 1802 | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $22,000 | |
| CINDY PLATT BOYS & GIRLS CLUB | |||||||
| 11 GALLIMORE ROAD | BREVARD | NC | 28712 | PC | GENERAL SUPPORT | $15,000 | |
| COLSON CENTER | |||||||
| PO BOX 62160 | COLORADO SPRINGS | CO | 80962 | PC | GENERAL SUPPORT | $25,000 | |
| COMMUNITY INITIATIVES | |||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | PC | GENERAL SUPPORT | $7,500 | |
| CONNIE MAXWELL CHILDRENS MINISTIRES | |||||||
| 810 MAXWELL AVE | GREENWOOD | SC | 29646 | PC | GENERAL SUPPORT | $60,000 | |
| CROSSROADS WOMEN'S CENTER | |||||||
| 428 GRACE STREET | GREENWOOD | SC | 29649 | PC | GENERAL SUPPORT | $2,500 | |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON ST | WELLESLEY | MA | 02481 | PC | GENERAL SUPPORT | $22,000 | SUITE 230 |
| DAV CHARITABLE SERVICE TRUST | |||||||
| 860 DOLWICK DRIVE | ERLANGER | KY | 41018 | PC | GENERAL SUPPORT | $16,000 | |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | PC | GENERAL SUPPORT | $29,000 | |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $29,000 | |
| DOULOS PARTNERS | |||||||
| 700 MONTGOMERY HIGHWAY | BIRMINGHAM | AL | 35216 | PC | GENERAL SUPPORT | $40,000 | SUITE 100 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $15,000 | SUITE 700 |
| GARY SINISE FOUNDATION | |||||||
| PO BOX 1858 | MERRIFIELD | VA | 221169641 | PC | GENERAL SUPPORT | $10,000 | |
| GREENWOOD GENETIC CENTER | |||||||
| 14 EDGEWOOD DRIVE | GREENVILLE | SC | 29605 | PC | GENERAL SUPPORT | $2,500 | |
| GREENWOOD ROTARY FOUNDATION | |||||||
| PO BOX 50463 | GREENWOOD | SC | 29649 | PC | GENERAL SUPPORT | $45,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||
| 285 PEACHTREE CENTER AVE | ATLANTA | GA | 30303 | PC | GENERAL SUPPORT | $20,000 | |
| HOPE FOR NEW YORK | |||||||
| 1500 BROADWAY | NEW YORK | NY | 10036 | PC | GENERAL SUPPORT | $25,000 | SUITE 700 |
| INTERNATIONAL INSTITUTE IN SPAIN | |||||||
| 11 CALVIN DRIVE | MILFORD | MA | 01757 | PC | GENERAL SUPPORT | $6,000 | |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON | DC | 20090 | PC | GENERAL SUPPORT | $25,000 | |
| K9S FOR WARRIORS | |||||||
| 114 CAMP K9 ROAD | PONTE VEDRA BEACH | FL | 32081 | PC | GENERAL SUPPORT | $5,000 | |
| LANDER BAPTIST COLLEGIATE MINISTRY | |||||||
| 154 WEST CAMBRIDGE AVENUE | GREENWOOD | SC | 29646 | PC | GENERAL SUPPORT | $10,000 | |
| LANDER FOUNDATION | |||||||
| 320 STANLEY AVENUE | GREENWOOD | SC | 29649 | PC | GENERAL SUPPORT | $20,000 | |
| OUR MILITARY KIDS | |||||||
| 2911 HUNTER MILL ROAD | OAKTON | VA | 22124 | PC | GENERAL SUPPORT | $11,000 | SUITE 203 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| PO BOX 5041 | BOONE | IA | 509500041 | PC | GENERAL SUPPORT | $5,000 | |
| RIVENDELL INSTITUTE | |||||||
| 291 EDWARDS ST | NEW HAVEN | CT | 06511 | PC | GENERAL SUPPORT | $27,500 | |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | GENERAL SUPPORT | $25,000 | |
| SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD 102 | OCEANSIDE | CA | 92057 | PC | GENERAL SUPPORT | $10,000 | |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | PC | GENERAL SUPPORT | $5,000 | |
| ST JUDE HOSPITAL | |||||||
| 5901 PEACHTREE DUNWOODY R | ATLANTA | GA | 30328 | PC | GENERAL SUPPORT | $5,000 | |
| THE HOPE CENTER | |||||||
| 295 MOLLY LANE | WOODSTOCK | GA | 30189 | PC | GENERAL SUPPORT | $30,000 | SUITE 120 |
| THE VERITAS FORUM | |||||||
| ONE BROADWAY 14TH FLOOR | CAMBRIDGE | MA | 02142 | PC | GENERAL SUPPORT | $25,000 | |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | GENERAL SUPPORT | $37,500 | |
| WORLD VISION | |||||||
| 34834 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 98001 | PC | GENERAL SUPPORT | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $765,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,392 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $367,734 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,124 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $692,851 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,149,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,149,101 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,350 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY (23289) | BondNm |
| EOY Book Value | $406,411 | EOYBookValueAmt |
| EOYFMV | $416,288 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY (23289) - STOCK | $3,021,901 | $4,505,358 |
| MORGAN STANLEY (23289) - MUT FUNDS | $2,659,412 | $2,639,089 |
| MORGAN STANLEY (23289) - ETF'S | $5,899,464 | $8,218,343 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,171,683 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,172,887 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DIVIDEND RECEIVABLE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,924 | BookValueAmt |
| EOYFMV | $5,924 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY (3289) | Desc |
| Revenue And Expenses Per Books | $5,124 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,124 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY MANAGEMENT FEES | CategoryTxt |
| Amt | $65,463 | Amt |
| Net Investment Income | $65,463 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $12,663 | Amt |
| Net Investment Income | $12,663 | NetInvestmentIncomeAmt |